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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
76
Capital Analysts LLC
Pennsylvania
$80K +$159 +2 +0.2%
BBPWM
77
Blue Bell Private Wealth Management
Pennsylvania
$74K
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$56K -$31.6K -397 -36%
SWM
79
SHP Wealth Management
Massachusetts
$51.8K +$51.4K +646 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$47.9K +$23.1K +290 +94%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$40.1K +$31.8K +400 +400%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$36K -$1.19K -15 -3%
AUB
83
Atlantic Union Bankshares
Virginia
$25.2K +$80 +1 +0.3%
HHGA
84
Halbert Hargrove Global Advisors
California
$18.6K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$15.4K
MPW
86
MASECO Private Wealth
$14.5K
GA
87
GoalVest Advisory
New York
$10.8K
AssetMark Inc
88
AssetMark Inc
California
$10.6K +$10.5K +132 New
BA
89
Blueline Advisors
New Hampshire
$9.42K +$9.3K +117 New
RMC
90
Resources Management Corp
Connecticut
$9K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.95K +100 New
BWL
92
Bogart Wealth LLC
Virginia
$6.7K +$80 +1 +1%
RFP
93
Root Financial Partners
California
$6.2K -$25.7K -323 -81%
FCG
94
Financial Connections Group
California
$5K
US Bancorp
95
US Bancorp
Minnesota
$4.01K -$1.99K -25 -33%
ADL
96
Asset Dedication LLC
California
$482
GFA
97
Godfrey Financial Associates
New York
$481 +$477 +6 New
DF
98
Dunhill Financial
United Kingdom
$401
Wells Fargo
99
Wells Fargo
California
$241 +$239 +3 New
GSWM
100
Golden State Wealth Management
California
$81